Dan Romero
@dwr.eth
Idle 2023 acquisitions predictions: Midjourney acq by Instagram or Discord Browser Company acq by OpenAI Bigscreen VR by Microsoft or Google
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Rafi
@rafi
Arc <> OpenAI -- how do you see that?
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Dan Romero
@dwr.eth
OpenAI would greatly benefit from being one level up in the stack. An even wilder moonshot would be building a new phone OS
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Rafi
@rafi
Interesting. OpenAI could indeed become consumer company as defensibility of their tech is not clear just yet. However, given their technological head start, I'd bet they would focus on long-term partnerships before competition catches up. I'd love to see it happening though. OpenAI+Arc would be a blast!
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Dan Romero
@dwr.eth
The risk is the upstream part of the stack: https://warpcast.com/dwr/0xd4cc25
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Rafi
@rafi
On this front, partnership with Microsoft could go well beyond web services.
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